Greetings!
This week's Telco 2.0 Update, in the build up to the Silicon Valley Brainstorm, 27-28 March, San Francisco and the EMEA Brainstorm, 12-13 June, London, features:
You can follow Telco 2.0 on Twitter, and apply to join the private Telco 2.0 Group on LinkedIn here. There's also an archive of our previous newsletters here.
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| New Research |
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'Under-the-Floor' Players: threat or opportunity?
The telecoms industry often puts so-called OTT (over-the-top) players like Google and Facebook at the forefront of its concerns, as they pose new competition for services and applications. But what about encroachment of companies "underneath" the telcos, displacing them from their core asset, the network? Telco 2.0 examines the strategic threats and opportunities from wholesale providers, outsourcers and government-run broadband networks.
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2012 Research Agenda: New Growth Opportunities in a Hyper-Connected World
Details of our planned research agenda for 2012 featuring: new growth opportunities; the strategies of adjacent players such as Google and how to deal with them; how to manage core services; customer experience; Cloud Services 2.0 Personal Data 2.0; Digital Commerce 2.0; Digital Entertainment 2.0 and M2M 2.0.
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| 2012 Events |
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New Digital Economics Online
Free Virtual Event: 14th February
Produced in collaboration with Ericsson, New Digital Economics Online is a global virtual event focused on the latest business model innovation in TMT including exclusive video presentations based on the latest research and innovation from the Telco 2.0 Initiative & Ericsson. Registration is free and includes access to the Telco 2.0 Video Bank and the latest interactive technology for Q&A with the speakers and live chat with other participants. More info here
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| The Seven Top Strategic Themes: Telco 2.0 Analysis |
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| Key Theme 1: Dealing with the Disruptors |
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Google, Apple, Facebook, Amazon, Skype - dealing with the disruptors
Our new 284 page strategy report, launched and previewed at our EMEA event in London, has attracted massive interest. It's our most important report yet, dealing with the players that some leading telcos are now calling their 'real competitors'. It includes a concise executive summary, in-depth analysis of the player's business models, and strategies for dealing with each. Here is an updated extract of the analysis and further details of the report.
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Your Text is on Fire: OTT's to burn 40% SMS revenue by 2015
In four years' time, Telco SMS revenue will decline on average by around 40% across Europe and the Middle East according to the senior execs at this month's Telco 2.0 brainstorm in London. The main cause is competitive pressure from 'OTT' alternatives (Facebook, Skype, Google, BBM, etc). Mobile voice isn't that far behind, with a 20% decline foreseen. What can be done and what is the role of RCS-e?
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| Key Theme 2: Building New Telco 2.0 Business Models |
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The Roadmap to New Telco 2.0 Business Models
This Strategy Report plots the transformational path that telcos need to follow to achieve the $375Bn p.a. 'Telco 2.0' opportunities. It describes the six growth opportunity areas for the Telecoms industry, identifies new categories of operators, benchmarks the primary strategies needed by each to evolve and thrive in the new industry environment, and highlights leading examples of telco business model innovation. It has 284 pages, including a 13 page Executive Summary and a detailed index.
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Strategy 2.0: The Six Key Telco 2.0 Opportunities
A summary of the six Telco 2.0 opportunities to transform telco's business models for success in an IP-based, post PSTN world: Core Services, Vertical Solutions, Infrastructure Services, Embedded Communications, 3rd Party Enablers, and Own Brand OTT Services. It includes an extract from the Roadmap to New Telco 2.0 Business Models, updates on latest developments, and feedback from over 500 senior TMT industry execs.
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| Key Theme 3: Future Broadband Business Models |
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Public Wifi: Destroying LTE/Mobile Value?
By building or acquiring Public WiFi networks for tens of $Ms, highly innovative fixed players in the UK are stealthily removing $Bns of value from 3G and 4G mobile spectrum as smartphone and other data devices become increasingly carrier agnostic. What are the lessons globally?
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Mobile CDNs and video distribution
Content Delivery Networks (CDNs) are becoming familiar in the fixed broadband world as a means to improve the experience and costs of delivering bulky data like online video to end-users. Is there now a compelling need for their mobile equivalents, and if so, should operators partner with existing players or build / buy their own?
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| Key Theme 4: Cloud Services 2.0: market trends and telco strategies |
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Cloud 2.0: don't blow it, telcos
Enterprise cloud computing services need great connectivity to work, but there are opportunities for telcos to participate beyond the connectivity. What are the opportunities, how are telcos approaching them, and what are the key strategies?
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Cloud 2.0: Telcos to grow Revenues 900% by 2014
Telcos should grow Cloud Services revenues nine-fold and triple their overall market share in the next three years according to delegates at the May 2011 EMEA Executive Brainstorm. But which are the best opportunities and strategies? (more) |
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| Key Theme 5: Personal Data and M-Commerce 2.0 |
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M-Commerce 2.0: Report and analysis of the EMEA event in November 2011
A summary of the findings of the M-Commerce 2.0 Executive Brainstorm, 10th November , held in the Guoman Hotel, London. Part of an international research and events programme, run with the support of the World Economic Forum, the Brainstorm explored the principles of personal data in the context of 'M-Commerce 2.0' - creating mechanisms that put the user in control of their data, helping the individual to generate value from that data, reducing friction and transaction costs in day-to-day 'B2B2C' commercial processes.
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| Key Theme 6: M2M 2.0 |
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M2M 2.0: the Money's in 'Enablers'
Our latest report on M2M 2.0 covers: M2M market growth, structure and dynamics; business models; the best role(s) for telcos; and leading thinking from Deutsche Telekom, Vodafone, Telenor, KPN and Swisscom. It describes how 'Service Enablers' are key to the telco opportunity in M2M in addition to connectivity.
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M2M 2.0: New Approaches Needed
The M2M market structure is evolving rapidly and new roles and requirements are emerging that are unaligned with much current telco practice. What must telcos do to avoid missing out and potentially inhibiting the market overall? (more) |
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| Key Theme 7: Digital Entertainment 2.0 |
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Connected TV: Forecast and Winners
Our in-depth look at one of Europe's most competitive digital TV markets which reflects many global trends, such as competition between different types of content distributor (loveFilm, YouTube, Virgin Media, BBC, BSkyB, BT, etc.), channel proliferation, new devices used for viewing, and the increasing prevalence of connected TVs. What are the key trends and who will be the winners and losers?
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